Making informed choices: What are the big questions advisers should ask DFMs on ESG?

Greenwashing, transparency and due diligence

Using a discretionary fund manager (DFM) can reduce research time and help advisers understand the nuances of ESG investments, but how can advisers know they are making the right choice?

ESG has soared in popularity in the past few years, making it an essential element of any adviser investment offering. Yet, for some advisers, ESG is still a relatively new investment field, so the lack of familiarity can be a challenge. It can often be tricky for advisers to find the right tools that allow them to comprehensively analyse different products. New regulations are also making it difficult for advisers to cope with the intensified workload, leaving them with little choice but to outsource to someone with ESG expertise, like a DFM. But what should advisers be pressing t...